Legacy Advisors, LLC
SEC Form 13F institutional filer · CIK 0001720969
13F-HR · 150 reported holdings · 2026-03-31
Reported long-US-equity value
$0.51B
Top-10 concentration
59.2%
Legacy Advisors, LLC — $512M AUM allocation strategy
Legacy Advisors, LLC files SEC Form 13F and reports $512M of long US equity value across 150 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 10.4%, followed by Communication Services 8.0% and Financials 5.7%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Legacy Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$512M
total across 150 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +31.1K sh · +$1.51M+$VOO +26.6K sh · +$15.3M+$VTI +2.85K sh · +$359K
Biggest trims (shares)
−$MS −116K sh · −$9.79M−$BLK −14.9K sh · −$435K−$IVZ −11.1K sh · +$38.6K
Exited to nil (held last quarter, gone now)
$DLR ($702K last qtr)$CVS ($335K last qtr)$COF ($325K last qtr)$XLF ($298K last qtr)$MTB ($292K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.0%—
- Technology Hardware, Storage & Peripherals6.1%—
- Broadline Retail2.5%—
- Systems Software2.4%—
- Financial Exchanges & Data2.1%—
- Multi-Sector Holdings2.1%—
- Semiconductors1.9%—
- Pharmaceuticals1.7%—
- Other holdings73.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
4 of 4 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 122K | $31M | -4.61K | 6.0% |
| $META | Meta Platforms Inc | 29.2K | $16.7M | +36 | 3.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 56.8K | $16.3M | -2.21K | 3.2% |
| $AMZN | Amazon.com Inc | 61.8K | $12.9M | -184 | 2.5% |
…and 146 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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